Schwab Strategic Tr us dividend eq shares owned by Round Rock Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Round Rock Advisors
from 13F filings
Historical chart of Round Rock Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Round Rock Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $553k | 6.5k | 84.53 |
| 2024-06-30 | $506k | 6.5k | 77.76 |
| 2024-03-31 | $532k | 6.6k | 80.63 |
| 2023-12-31 | $500k | 6.6k | 76.13 |
| 2023-09-30 | $1.3M | 18k | 70.76 |
| 2023-06-30 | $1.4M | 19k | 72.62 |
| 2023-03-31 | $1.4M | 19k | 73.16 |
| 2022-12-31 | $609k | 8.1k | 75.54 |
| 2022-09-30 | $523k | 7.9k | 66.47 |
| 2022-06-30 | $566k | 7.9k | 71.67 |
| 2022-03-31 | $646k | 8.2k | 78.87 |
| 2021-12-31 | $619k | 7.7k | 80.87 |
| 2021-09-30 | $574k | 7.7k | 74.28 |
| 2021-06-30 | $614k | 8.1k | 75.63 |
| 2021-03-31 | $653k | 9.0k | 72.90 |
| 2020-12-31 | $618k | 9.6k | 64.13 |
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